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Creating a Project Task

Learn how to create a Project Task from a Project, a photo or video, or My Stuff to track quick to-dos and punch list items.

Project Tasks are quick to-dos you can add to a Project. Add one from the Project, from a photo or video, or on the go from My Stuff. Need detailed field information, step-by-step instructions, or work assigned to specific Users? Use a Checklist instead.

Note: Project Tasks are best for simple, one-off to-dos — up to 100 per Project. If you need to capture detailed field information, step-by-step instructions, or assign work to specific Users, use a Checklist instead.

On the web

Adding a Task within the Project

  1. Log in to CompanyCam, then open the Project you’d like to add a Task to.

  2. If the sidebar is collapsed, click the Sidebar Icon on the right.

  3. Under the Tasks section, click + New Task.

  4. Type your Task, then press Enter.

To add more Tasks, press Enter or click + New Task again.

Adding a Task to a photo or video

Note: When you create a Task from a photo or video, that photo or video becomes the Task’s reference photo. Anything you add afterward goes on top of it, and you can’t remove the reference photo.

Open the Project and select a photo or video, then click + New Task. Type your Task and press Enter. The Task appears in the Project’s Tasks section with a thumbnail of that photo or video.

Marking a Task complete

Click the Circle Icon next to a Task to mark it complete. Completed Tasks move to the Show Completed section, which changes to Hide Completed once you expand it.

In the app

Note: To access Project Tasks in Offline Mode, open the Project in the app before you turn on Offline Mode.

Adding a Task within the Project

  1. Open the Project you'd like to add a Task to.

  2. Tap the To-Dos Tab.

  3. Tap the + Icon, then tap Task.

  4. Enter your Task.

  5. Tap Create New Task.

Adding a Task from My Stuff

  1. From the Home Screen, tap My Stuff.

  2. Tap Tasks at the top of the screen, then tap the + Icon.

  3. Enter the Task details, then tap Create New Task.

Adding a Task to a photo or video

Note: When you create a Task from a photo or video, that photo or video becomes the Task's reference photo. Anything you add to the Task afterward goes on top of it — the reference photo itself can't be removed.

Open the Project and select a photo or video, tap the Tasks Icon, enter your Task, then tap Create New Task.

Marking a Task complete

Tap the Square Icon next to a Task to mark it complete.

FAQs

Is there a limit on Tasks per Project?

A Project can have up to 100 Tasks.

Is there a character limit for Project Tasks?

Each Project Task has a 5,000-character limit.

Can Project Tasks be used in Project Templates?

Project Tasks can’t be used in Project Templates.

Can I edit Project Tasks?

Admins and Managers can edit Project Tasks. See Editing and Deleting a Project Task for steps.

Can I add photos or videos to a Task?

You can add photos and videos to a Project Task. See Attaching Photos and Videos to a Project Task (will have to link the article once it is active) for steps.

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